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Professional Retirement Counselor

Financial & Realty Services, LLC

in PA

Financial & Realty Services, LLC

Financial & Realty Services, LLC a professional services firm in Silver Spring, Maryland, is currently recruiting Professional Retirement Counselors to service our institutional client, Nationwide/City of Philadelphia Deferred Compensation Plan.  Position is located in Philadelphia, PA

Major Responsibilities

  • One-on-one meetings with near-retirement state employees covering distribution planning, asset allocation, retention strategies, transfer-in opportunities and cash flow analysis.
  • Assist with benefit fairs and savings expos
  • Creation and presentation of educational materials and financial workshops.
  • Coordination of business generating activities
  • Retention calls

Requirements

  • Bachelor’s degree
  • Pennsylvania Life & Health, Series 6 or 7, and/or 65/66 licensed
  • CFP or ChFC designation and experience in a corporate, federal, state or municipal agency.

Benefits include:

  • Competitive salary and bonuses
  • Medical/dental/life/disability insurance
  • 401(k) with employer match
  • Paid holidays and annual leave

How to Apply

resumes@frsllc.com


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